Jump to content
Why are we here ..... ×
  • 0

Suggestions on making the renewal invitation process slicker?


MarkW

Question

Hi. We are a high volume, small premium, personal lines operation and currently invite all our invites manually. This involves doing a batch print of all due renewals, manually loading the premium and rebroking those that need be. We then do another batch print to generate letters to be sent out. We anticipate that 75% of all renewals could be automatically processed with no adjustment.

 

What we would like to do is automate as much of this as possible.

 

Does anyone have any suggestions on how to do this without spending nearly £32K on what OGI are quoting to automate it.

 

Thanks

Mark

Link to comment

3 answers to this question

Recommended Posts

  • 0

Hi Mark

 

Being as I have built the majority of our personal line products using Scheme Toolkit they are mostly fully automated. We run batchcalcs which amend NCB, index link (if applicable), apply new endorsements (again where applicable) and of course raise the renewal transactions.

 

We then do what you do as in use Client Letter Print to print them out en masse.

 

Kind regards

 

Karl

Link to comment
  • 0

Hi,  it sounds as if you have already checked out the automated standard system options for         "  * Letter Generation"  - although I must admit it has been years since I have had to look at it.

 

The BROOMS system also offers -     "Chaser Sequence Maintenance"  for chasing - although by letter is maybe a tad old fashioned these days.

 

An alternative method - You can also generate letters when setting up the transaction with a  Date to be Sent (  print date in advance) and just print all unprinted letters on a daily basis.

Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Posts

    • Hi Claire,   We took on INVU back in 2008 and still use it today in its Virtual Cabinet guise. No issues with printing from VC whether that be to network printers or pdf and there are also options to send from VC to email which can be useful.    Overall, we remain very happy with VC so have seen no real advantage to move over to OpenAttach.   One little issue is we never managed to get the automatic indexing / filing of standard OGI/OpenWord letters and emails into VC. We just click a few buttons to file them manually.   Happy to chat through further if you wish - I will be at the Members day this coming Thursday    Darren
    • Hi @Clare Carter   I probably cant advise on day to day use / issues, but may be able to help although not sure of your question   Are you still on Virtual Cabinet (VC) and how are you trying to print on OGI - and what / where from   Also - I'm pretty sure there are minimal issues with transferring to OpenAttach - what are the concerns there?  
    • Just wondering if any of the current members have previously been using Virtual Cabinet, and which originally was Invu provided by Linden House.   It is only relatively recently that Open GI have come up with Open Attach but there is an issue in transferring data.   If anyone is still using Virtual Cabinet which evolved from Invu and Linden House, could they let me know whether they had any issues with Open GI and printing.    Thanks
    • Hi Andrew   I do have a copy - but you can get them / best to get latest copy from the support site - presumably you have a registered account??   Just go to the link here RMAR Reports and Spreadsheet   Any problems come back and let me know!
    • Hi   I am new to OGi and not sure how the system deals with the FCA required Client Money Calculation. A previous post mentioned a OGI PDF document detailing the reports to get the numbers and apparently there is a spreadsheet to input all the numbers as well.   Is anyone able to forward the PDF and spreadsheet or provide assistance please.   Thanks
×
×
  • Create New...